What trading platform does Morgan Stanley use?
Intuitive trading platforms
E*TRADE from Morgan Stanley Recognized as #1 Online Broker for Mobile Investing and Web Trading by StockBrokers.com | Morgan Stanley. Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way.
The recent Morgan Stanley acquisition of E*TRADE is one of the biggest shake-ups in the brokerage industry in recent years. But it's not exactly a surprise. Mergers and acquisitions are one the key trends shaping the industry at the moment, and they're likely to continue for the foreseeable future.
Morgan Stanley is registered as both a broker-dealer and as an investment adviser under federal and state securities laws, and we provide services in both capacities.
Depending upon your account, Morgan Stanley Online and Morgan Stanley Mobile permit trading of Stocks, Exchange-Traded Funds, Options and Mutual Funds. 3 Options trading is subject to appropriate Options Agreement with firm.
Morgan Stanley and Dean Witter merged in 1997, creating America's largest asset management company and securities firm in terms of equity capital. The resulting name, Morgan Stanley, Dean Witter, Discover & Company, was shortened to Morgan Stanley in March 2001.
The combined brokerage house has 17,646 financial advisors and manages $2 trillion in client assets. Clients range from individual investors to small- and mid-sized businesses, as well as large corporations, non-profit organizations and family foundations.
Yes, once the transfer is complete, you'll have a new brokerage account number with nine digits, which you'll be able to view online. For reference purposes, your old account number will also be visible on etrade.com and the E*TRADE applications.
On a conference call announcing the acquisition, Morgan Stanley CEO, James Gorman, said the firm was seeking a “durable source of revenue” and that the deal was an example of the firm's “commitment to evolving with changing industry dynamics.” Among those changing dynamics is one where a brokerage firm like Morgan ...
If you're looking for a full-service investment broker, Schwab might be worth considering. In the J.D. Power 2023 U.S. Full Service Investor Satisfaction Study, Schwab ranked highest in overall investor satisfaction with a score of 752. Morgan Stanley, E*TRADE's parent, received a below-average score of 717.
Which broker is better Fidelity or Morgan Stanley?
Fidelity Investments's brand is ranked #162 in the list of Global Top 1000 Brands, as rated by customers of Fidelity Investments. Their current valuation is $11.88B. Morgan Stanley's brand is ranked #199 in the list of Global Top 1000 Brands, as rated by customers of Morgan Stanley.
The Quality Grade Winner: Charles Schwab Corp
As you can clearly see from the Quality Grade breakdown above, Charles Schwab Corp has a better overall quality grade than Morgan Stanley.
Both companies are highly regarded. Fidelity is consistently rated among the top online brokers; it often occupies the top spot. In 2023, 35 of the financial advisors on the Barron's Top 100 list came from Morgan Stanley.
FIDELITY STOCK PLAN SERVICES
Complete and submit the Morgan Stanley Letter of Authorization for Stock Transfer, which can be found on the Morgan Stanley website at https://www.stockplanconnect.com/forms/5738-SPS.pdf.
The ownership structure of Morgan Stanley (MS) stock is a mix of institutional, retail and individual investors. Approximately 34.59% of the company's stock is owned by Institutional Investors, 10.72% is owned by Insiders and 54.69% is owned by Public Companies and Individual Investors.
Morgan Stanley is mainly owned by institutional investors, who own around 60% of shares. The largest shareholders in December 2023 were: Mitsubishi UFJ Financial Group (23.06%) State Street Corporation (6.97%)
Morgan Stanley main competitors are Credit Suisse, Goldman Sachs, and Deutsche Bank. Competitor Summary. See how Morgan Stanley compares to its main competitors: JPMorgan Chase & Co. has the most employees (255,351).
Summary. JPMorgan Chase is the largest bank in the world, ranking first in market cap, revenue, profits, and assets globally (excluding China). Despite its size, JPMorgan Chase trades at an average valuation, pays a modest dividend, and lacks competitive share buybacks compared to Morgan Stanley, its smaller peer.
There are no minimum balance requirements or account maintenance fees associated with the account (other fees may apply), and a client's interaction with Morgan Stanley will be primarily through electronic communications and online resources.
At Morgan Stanley, or any big firm, 1% is a fairly common fee---and a fair one, in many cases--provided it covers all transaction costs and is the Advisors' sole compensation on the account [meaning that the client's interest should be the Advisor's only interest.]
What is Morgan Stanley brokerage rate?
Brokerage rates generally range from nil to 2.2% of the value of the transaction and may vary depending on the type and level of service, the type of financial product to which the transaction relates, the size and frequency of your trades, and what you agree with your financial adviser.
E*TRADE's investing tools, educational resources, large selection of no-transaction-fee mutual funds and innovative trading technology will suit all types of investors. Active traders will love the $0 commissions, and beginners will easily get up to speed with the company's deep educational resources.
Overall, we found E*TRADE is a good choice for active traders and investors—especially those who want access to a suite of excellent options tools. At the same time, Fidelity is better for casual investors and traders looking for low costs and access to international trading.
Retirement and education savings accounts (and change of custodian) Effective on your transfer date, E*TRADE will transfer your Individual Retirement Account (IRA), Coverdell Education Savings Account (CESA), and/or qualified retirement plan (QRP) account to Morgan Stanley.
Goldman Sachs decided to pass on E-Trade before Morgan Stanley snatched it up, sources say. Morgan Stanley announced a $13 billion deal for discount brokerage E-Trade. Goldman had examined the possibility of a deal for E-Trade internally and decided against it, said another person.
